Sales Intelligence & Automation Blog

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Top 5 Takeaways From Recent In-Person Salesforce Events

Top 5 Takeaways From Recent In-Person Salesforce Events

by Kristi Campbell
Salesforce

There are numerous ways to proactively seek out details about specific topics or features you’re interested in. Of cours...

The Top 5 Salesforce Dashboards Every Salesperson Should Have

The Top 5 Salesforce Dashboards Every Salesperson Should Have

by Maddy Osman
Sales Intelligence

Bringing all your business data together in one convenient location, we look at the top five dashboards in Salesforce yo...

Serious Insights: Release Readiness and Trailblazer Community

Serious Insights: Release Readiness and Trailblazer Community

by BJ Mendelson

In this episode of Serious Insights host, Kristi Campbell, and her guest, Tom Bassett, discuss Release Readiness and the...

Why Active Listening Can Make You a Better Salesforce Admin

Why Active Listening Can Make You a Better Salesforce Admin

by Maddy Osman
Admin, Sales Intelligence

Learn how to reduce technical debt in Salesforce by leveraging listening techniques that help you design and execute bet...

Serious Insights: Working with Recruiters to Land Your Dream Admin Role

Serious Insights: Working with Recruiters to Land Your Dream Admin Role

by BJ Mendelson

In this episode, Kristi and Chris discuss tips, pulls back the curtain on the talent acquisition process, and shares som...

Serious Insights: Staying Plugged In and Forming Your Salesforce Tribe

Serious Insights: Staying Plugged In and Forming Your Salesforce Tribe

by BJ Mendelson
CRM Admininstration, serious insights

For both Ali and Kristi, attending Salesforce community events was key to finding their tribe. Learn more about how to f...

Building a Well-Rounded Sales Forecasting Framework Using the Structure, Process, and Methodology Workflow

Building a Well-Rounded Sales Forecasting Framework Using the Structure, Process, and Methodology Workflow

by Maddy Osman
Sales Intelligence, Sales Forecasting

Building an accurate sales forecasting model is tough. Here’s how to build a great sales forecasting model with the stru...

6 Outlook Best Practices To Get the Most From Salesforce

6 Outlook Best Practices To Get the Most From Salesforce

by Maddy Osman

Discover 6 Outlook best practices you can use to get the most out of Salesforce CRM, including data integration, documen...

Cirrus Insight: The Sales Tool for All

Cirrus Insight: The Sales Tool for All

by Michael Bell
Sales Productivity

Like it was made by the Three Musketeers, Cirrus Insight is the sales solution for all. Learn how Cirrus Insight changes...

Cirrus Insight's response to Log4j vulnerability

Cirrus Insight's response to Log4j vulnerability

by Amy Green
Product

Cirrus Insight upon learning of the log4j zero-day exploit last week, took action with a full review of our product and ...